See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
BAIRD FUNDS3+ years Filed as: ROBERT W BAIRD & CO Service code 55 · EIN 39-6037917 | Other Commissions | $24,866 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,494 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,327 | $155,795-84.4% | $136,294-82.2% | $69,631-65.1% |
| Participation rate | 67.5% | 75.2%-7.8pp | 81.9%-14.5pp | 70.7%-3.2pp |
| Annual return | 20.02% | 232464.33%-232444.3pp | 5155.94%-5135.9pp | 27571.02%-27551.0pp |
| Employer contribution / active EE | $407 | $2,991-86.4% | $4,695-91.3% | $2,032-80.0% |
| Participant deferral / active EE | $4,299 | $5,394-20.3% | $6,247-31.2% | $3,224+33.3% |
| Admin fee / account holder | $5 | $128-96.2% | $9,243-99.9% | $110-95.5% |